10Elms LLP
TULSA OK · SEC CIK 0002056650
$2.36亿2026Q2 申报市值
524持仓数
40.4%前十大占比 · 第一大 10.8%
63 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 加仓+$755.79万
USMV 加仓+$346.03万
BND 加仓+$331.92万
VTV 加仓+$307.80万
XLK 加仓+$258.34万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$36.34万
BX 减仓-$22.19万
TARRANT CNTY TEX 清仓-$10.02万
VUG 清仓-$8.74万
EIX 清仓-$7.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | TARRANT CNTY TEX CU 4 42SYST HLTH DUE 11/15/42XTRO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.02万 | 清仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $0 | 0.00% | 0 | -1,200 | -100.0% | -$8.74万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -999 | -100.0% | -$7.31万 | 清仓 |
| — | SABINE PASS LIQUEFA 5 27 DUE 03/15/27 | $0 | 0.00% | 0 | -55,000 | -100.0% | -$5.48万 | 清仓 |
| — | HOUSTON TEX INDPT S 4 38GO LTX DUE 02/15/38 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.00万 | 清仓 |
| — | BANK OF AMERICA, NT 4 26CD FDIC INS DUE 05/27/26US | $0 | 0.00% | 0 | -39,000 | -100.0% | -$3.90万 | 清仓 |
| — | LOWER COLO RIV AUTH 4 35ELEC UTIL DUE 05/15/35 | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.51万 | 清仓 |
| — | BANK OF AMERICA, 4 15 26CD FDIC INS DUE 05/27/26US | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.50万 | 清仓 |
| — | MORGAN STANLEY BANK 4 26CD FDIC INS DUE 04/30/26US | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.50万 | 清仓 |
| — | WELLS FARGO BANK 3 85 26CD FDIC INS DUE 06/22/26US | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.50万 | 清仓 |
| — | KALAMAZOO MICH HOSP 4 36SYST HLTH DUE 05/15/36XTRO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | SHELL INTERNTN2 875 26F DUE 05/10/26 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | LANCASTER TEX 4 35GO LTX DUE 02/15/35 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $0 | 0.00% | 0 | -126 | -100.0% | -$1.87万 | 清仓 |
| — | TRUIST BANK 4 3 26CD FDIC INS DUE 06/12/26US | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.60万 | 清仓 |
| — | DANSVILLE MICH SCHS 4 32 CALLED 100 EFF: 05/01/2026 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | WILMINGTON N C L 1 13 26FAC REC DUE 06/01/26TAXBL | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,955 | 清仓 |
| — | WELLS FARGO BANK, 4 3 26CD FDIC INS DUE 06/09/26US | $0 | 0.00% | 0 | -8,000 | -100.0% | -$8,006 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| SPIP | SPDR SERIES TRUST STATE STREET PORTFOLIO TIPS ETF | $7 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| STWD | STARWOOD PPTY TR INC COM | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| GEM | GOLDMAN SACHS ACTIVEBETAEMERGING MARKETS EQUITY ETF | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $67 | 0.00% | 10 | 10 | — | $67 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $106 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES EMERGING MARKETSEQUITY FACTOR ETF | $147 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | HYPERION DEFI INC | $283 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 DOWNSIDEHEDGED ETF | $1,064 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV (THE) ORD EUR3 50 (DI) | $1,758 | 0.00% | 101 | 101 | — | $1,758 | 新建仓 |
| SO | SOUTHERN CO | $1,914 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CHARLOTTE-MECKLENBU 4 39SYST HLTH DUE 01/15/39OID XTRO | $2,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,155 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $2,206 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR LIFEPATH TGT2060 | $2,279 | 0.00% | 54 | 54 | — | $2,279 | 新建仓 |
| — | ISHARES TR LIFEPATH TGT2055 | $2,488 | 0.00% | 59 | 59 | — | $2,488 | 新建仓 |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | $3,077 | 0.00% | 101 | 101 | — | $3,077 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,394 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $3,463 | 0.00% | 5 | 5 | — | $3,463 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,973 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | UNIVERSITY N C 2 127 31PUB EDUC DUE 04/01/31XTRO TAXBL | $4,504 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | DURHAM N C LTD O 1 35 29VP DUE 10/01/29TAXBL | $4,547 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX M 3 5 33WRSR UTIL DUE 12/01/33OID | $4,943 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | INFIRMARY HEALTH SY 3 29SYST HLTH DUE 02/01/29OID XTRO | $4,953 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | WILLIAMS PARTNER 3 75 27 DUE 06/15/27 | $4,966 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $4,973 | 0.00% | 30 | -200 | -87.0% | -$3.32万 | 减仓 |
| — | FORT BEND CNTY 3 125 29GO UTX DUE 09/01/29OID ASSURED GUARANTY MUN | $4,981 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARRIS CNTY TEX M 2 5 26GO UTX DUE 09/01/26OID HARRIS CNTY TEX MUN | $4,991 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | TEXAS WOMANS UNIV R 4 34CALLED @100 EFF: 07/01/2026 | $5,000 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | LAVACA-NAVIDAD R 3 25 28WRSR UTIL DUE 08/01/28OID | $5,000 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | HARNETT CNTY N C 3 5 36SPLO DUE 06/01/36OID | $5,000 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ENBRIDGE INC 4 25 26F DUE 12/01/26 | $5,025 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | AMGEN INC 5 15 28 DUE 03/02/28 | $5,047 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $5,119 | 0.00% | 41 | 41 | — | $5,119 | 新建仓 |
| — | COBB CNTY GA DEV AU 4 30STHG EDUC DUE 07/15/30XTRO | $5,175 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 2 31 DUE 10/16/31 | $5,223 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | HIGHLAND OPR 5 375 PFDPFD SER A | $6,071 | 0.00% | 372 | 372 | — | $6,071 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $6,090 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $6,242 | 0.00% | 84 | 84 | — | $6,242 | 新建仓 |
| — | BARCLAYS BANK PLC 4 26F DUE 10/15/26 | $7,984 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $8,223 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA AGRIC 4 347 47PUB EDUC DUE 08/01/47TAXBL | $8,591 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PROLOGIS, L P 1 25 30 DUE 10/15/30 | $8,678 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SERVICENOW, INC 1 4 30 DUE 09/01/30 | $8,760 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & 1 6 30 DUE 12/23/30 | $8,769 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8,774 | 0.00% | 122 | 122 | — | $8,774 | 新建仓 |
| — | HELMERICH & PAYNE 2 9 31 DUE 09/29/31 | $8,945 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE BANK OF NEW Y 3 7 26CD FDIC INS DUE 12/29/26US | $8,985 | 0.00% | 9,000 | 9,000 | — | $8,985 | 新建仓 |
| — | SOFI BANK, NTNL A 3 9 26CD FDIC INS DUE 09/14/26US | $8,999 | 0.00% | 9,000 | 9,000 | — | $8,999 | 新建仓 |
| — | WELLS FARGO & CO STEP 29 DUE 10/31/29MULTI STEP CPN | $9,102 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CITIGROUP INC 3 31 DUE 08/30/31 | $9,180 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL GRO 2 5 30 DUE 02/06/30 | $9,225 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TENNESSEE HSG DE 1 95 30SING HSG DUE 07/01/30XTRO | $9,268 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BUNCOMBE CNTY N C 2 4 30REV LTX DUE 06/01/30TAXBL | $9,305 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WASTE MANAGEMENT, I 2 29 DUE 06/01/29 | $9,315 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WILMINGTON N C L 1 88 29FAC REC DUE 06/01/29TAXBL | $9,335 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 2 28 DUE 12/24/28 | $9,381 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $9,403 | 0.00% | 72 | 72 | — | $9,403 | 新建仓 |
| — | EASTERN GAS TRANSMI 3 29 DUE 11/15/29 | $9,441 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | LOWE'S COMPANIES, 1 3 28 DUE 04/15/28 | $9,444 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GENERAL ELEC CAP CO 4 32 DUE 07/15/32 | $9,452 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CALIFORNIA ST 4 988 39GO UTX DUE 04/01/39XTRO TAXBL | $9,542 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GREENSBORO N C L 1 67 28REV UTX DUE 04/01/28TAXBL | $9,555 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NORTH CAROLINA CENT 3 34PUB EDUC DUE 10/01/34OID | $9,655 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SEDGWICK CNTY KANS 3 34GO UTX DUE 11/01/34 | $9,673 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AXIS SPECIALTY FI 3 9 29 DUE 07/15/29 | $9,741 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | COLUMBUS CNTY N C 3 5 35WRSR UTIL DUE 06/01/35OID | $9,812 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OTTAWA CNTY MICH 3 7 28GO LTX DUE 11/01/28OID TAXBL | $9,852 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HIDALGO CNTY TE 4 044 30GO LTX DUE 08/15/30TAXBL | $9,865 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | LYNWOOD CALIF HSG A 4 29MULT HSG DUE 09/01/29OID TAXBL | $9,865 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NEW ORLEANS LA 3 625 31GO UTX DUE 12/01/31OID | $9,943 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OKLAHOMA ST WTR 3 125 34POOL AUTH DUE 04/01/34OID XTRO | $9,951 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THE GOLDMAN SACHS G 1 26 DUE 08/17/26 | $9,958 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORT BEND CNTY TEX 3 28GO UTX DUE 09/01/28OID BUILD AMERICA MUTUAL | $9,963 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORD MOTOR CO 4 346 26 DUE 12/08/26 | $9,977 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CHENIERE CORPUS 5 125 27 DUE 06/30/27 | $9,999 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FORSYTH MONT POLL 3 9 31ELEC PCR DUE 03/01/31XTRO | $1.00万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WESTERN CAROLINA UN 4 39STHG EDUC DUE 06/01/39XTRO | $1.00万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO BANK 4 05 27CD FDIC INS DUE 03/29/27US | $1.00万 | 0.00% | 10,000 | 10,000 | — | $1.00万 | 新建仓 |
| — | RAMAPO N Y LOC DEV 5 28REV LTX DUE 03/15/28 | $1.00万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FULTON CNTY GA DEV 4 31SYST HLTH DUE 07/01/31 | $1.00万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |